+134.8%
KMI vs SUI
+104.3%
+30.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.4% |
| 7D | -0.4% | -3.1% | +2.7% | +0.8% |
| 30D | +3.7% | -2.3% | +6.0% | +4.5% |
| 3M | +3.2% | -2.8% | +6.0% | +4.0% |
| 6M | -3.0% | -12.4% | +9.4% | +1.7% |
| YTD | +19.7% | -3.3% | +23.0% | +20.5% |
| 1Y | +25.6% | -5.8% | +31.4% | +27.7% |
| 3Y | +120.2% | +12.5% | +107.7% | +102.8% |
| 5Y | +160.5% | -32.9% | +193.3% | +195.8% |
| 10Y | +134.8% | +104.4% | +30.4% | +92.4% |
| All | +134.8% | +104.3% | +30.5% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling